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State Street SPDR MSCI USA StrategicFactors ETF

96 hedge funds and large institutions have $608M invested in State Street SPDR MSCI USA StrategicFactors ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

15% more capital invested

Capital invested by funds: $528M → $608M (+$79.8M)

4.89% more ownership

Funds ownership: 68.47%73.36% (+4.9%)

2% more funds holding

Funds holding: 9496 (+2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

Holders
96
Holders Change
+2
Holders Change %
+2.13%
% of All Funds
1.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
20
Increased
28
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VIM
26
Vista Investment Management
Pennsylvania
$3.22M +$264K +2,643 +9%
ML
27
McAdam LLC
Pennsylvania
$3.19M -$444K -4,448 -13%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.18M -$3.34M -33,477 -52%
LFF
29
Level Four Financial
Texas
$3.13M +$2.99M +29,965 New
FHA
30
Flagship Harbor Advisors
Massachusetts
$2.9M -$104K -1,046 -4%
Bank of America
31
Bank of America
North Carolina
$2.87M -$1.18M -11,832 -30%
CWM
32
Cornerstone Wealth Management
Missouri
$2.84M +$186K +1,857 +7%
Morgan Stanley
33
Morgan Stanley
New York
$2.83M -$114K -1,139 -4%
CCM
34
Covington Capital Management
California
$2.29M +$2.19M +21,893 New
SSWM
35
Sheets Smith Wealth Management
North Carolina
$2.22M -$69.9K -700 -3%
LA
36
LexAurum Advisors
Kansas
$2.09M +$185K +1,855 +10%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.96M +$782K +7,831 +72%
SWP
38
Stratos Wealth Partners
Ohio
$1.94M -$327K -3,274 -15%
Goldman Sachs
39
Goldman Sachs
New York
$1.82M +$1.74M +17,404 New
NEIRG
40
New England Investment & Retirement Group
Massachusetts
$1.71M +$17.6K +176 +1%
NA
41
NewEdge Advisors
Louisiana
$1.44M +$2.8K +28 +0.2%
PGAM
42
Princeton Global Asset Management
New Jersey
$1.11M +$14.4K +144 +1%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.08M -$2.5K -25 -0.2%
EWM
44
Echo Wealth Management
Minnesota
$881K +$842K +8,432 New
JWBC
45
John W. Brooker & Co
California
$837K -$14.6K -146 -2%
CPW
46
Catalyst Private Wealth
California
$789K -$6.29K -63 -0.8%
SFSIG
47
San Francisco Sentry Investment Group
California
$729K +$21.9K +219 +3%
IAN
48
Integrated Advisors Network
Texas
$654K +$12.3K +123 +2%
DA
49
Detalus Advisors
Missouri
$581K
MA
50
Mutual Advisors
Nebraska
$545K +$109K +1,092 +26%